Pregătiți-vă portalul pentru invitarea clienților

Welcome to TaxDome! This guide will help you set up your portal effectively for client management. You’ll learn how to structure client information, import existing data, organize documents and customize client communications to create an efficient workflow.

Înțelegerea conturilor și a contactelor

Înainte de a adăuga clienți la portalul dvs., este important să înțelegeți cum TaxDome organizează informațiile despre clienți prin conturi și contacte.

• Contacts & Accounts : Learn how to organize married couples, business entities or family groups under one account while maintaining separate contact profiles. This structure helps when working with households that need shared tax documents but separate communications.

• Contact toggles : Configure which contacts receive portal access, notifications and emails. Use these settings to control who gets deadline reminders or document requests within the same account.

• Test client accounts : Create sample accounts to see the exact client experience before inviting actual clients. This helps identify any configuration issues in your portal setup.

Notă

Conturile și contactele configurate corect previn probleme precum permiterea contactelor neautorizate să semneze propuneri sau crearea de conturi duplicate pentru persoane înrudite.

Mutați datele CRM la TaxDome

Importul bazei de date existente a clienților dvs. în TaxDome necesită planificare pentru a vă asigura că toate informațiile sunt transferate corect:

• Export a client list from your current software : Step-by-step instructions for exporting client data from common tax and accounting software, including field mapping considerations.

• Prepare your CSV file for import : Format your client data to match TaxDome’s import requirements. This includes mapping fields like names, contact information and tax identifiers. Also, you need to ensure spouse/dependent relationships are properly structured.

• Import your CRM data to TaxDome : Execute the import process, which includes validation steps, error handling, and post-import verification, to ensure data integrity.

• Import a CSV file with taxpayer and spouse on one row : Special instructions for importing household data where taxpayer and spouse information is contained in a single record in your source system.

Sfat

Efectuați un import de test cu un eșantion mic de clienți care include diverse tipuri de relații pentru a verifica dacă structura datelor funcționează corect înainte de a importa întreaga bază de clienți.

Explorați lista de conturi

The Accounts list serves as your main interface for client management. Learning to use its features efficiently will improve your workflow:

• Learn bulk actions : Perform operations on multiple accounts simultaneously, such as sending requests to all clients missing specific forms, applying tags to categorize clients, or assigning accounts to team members.

• Discover the power of filters : Create and save filters to quickly identify client segments based on specific criteria. For example, filter by filing status, assigned preparer, service type or organizer status to focus on relevant client groups during different workflow phases.

  

Mutați-vă documentele la TaxDome

Gestionarea eficientă a documentelor este esențială pentru colaborarea cu clienții. Iată cum să vă configurați sistemul de documente:

• Understand the Documents: overview : Learn TaxDome’s document organization structure, including private and shared folders, document statuses and version control. This system helps separate internal working files from client-facing documents.

• Install Desktop App with TD Drive - TaxDome Drive works the same way as Dropbox or Google Drive letting you quickly copy files to TaxDome without need to open web portal. You can also easily open and edit files already stored at TaxDome.

• Document migration strategies : Different methods for transferring existing documents based on your current storage system. Includes bulk upload procedures, folder mapping, and metadata preservation when importing from other document management systems.

Notă

Implementarea șabloanelor standardizate de foldere înainte de migrare asigură o organizare consistentă a documentelor în toate conturile clienților și simplifică accesul membrilor echipei la fișierele critice.

Configurați notificări/personalizări pentru clienții dvs.

Configurați modul în care clienții dvs. interacționează cu firma dvs. prin intermediul portalului:

• Explore manual and automated reminders : Configure notification rules for document deadlines, outstanding information requests and payment reminders. Define which events trigger client notifications and customize reminder frequency.

• Emails from firms to clients : Set up email templates for common communications.

• Customize client portal : Adjust portal settings to match your firm’s workflow, including enabling/disabling specific features, adding firm branding elements and configuring client-facing job statuses.

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